For sales teams
Sales automation you can read before it runs
Qualify inbound leads, turn calls into CRM updates and chase the deals that went quiet — described in one sentence, with every send to a prospect waiting for your approval.
Every message to a prospect waits for your approval before it sends.
Where the week actually goes
A sales week is mostly the work around selling: reading the form fill, looking the company up, updating the CRM, drafting the reply, remembering to follow up when nobody answered. Each of those is a rule someone already knows. Awish takes the sentence that describes the rule and runs it across the tools your team already uses.
The plan is shown before anything connects: the trigger, the apps it will touch, the step where it stops. Each app is granted on its own, by you, and can be withdrawn. What runs is recorded, so the pipeline you read in the CRM matches what actually happened.
The week today
Most of a sales week is not selling. It is reading a form fill, looking the company up, updating the CRM, drafting the reply, and remembering to follow up when nobody answers. Every one of those steps is a rule someone already knows and repeats — which is exactly the work a described workflow can carry.
With Awish
Awish takes the sentence that describes that loop and runs it across the tools you already use. The plan is visible before anything connects, each app is granted on its own, and the steps that reach a prospect stop and wait for a person. What changes is who does the copying — not who decides what a customer sees.
The workflows, end to end
Three workflows this team runs, end to end — each with its trigger, the apps it touches, and the step where a person approves.
- 01
Qualify inbound demo requests
“When a new demo request arrives, enrich the company, score the lead, update HubSpot, draft a personalized reply, and ask me in Slack before sending it.”
GmailHubSpotSlackAsk before sending
- 02
Turn a sales call into CRM updates
“After a sales call, pull out the needs, objections and timeline, update the deal in HubSpot, create my follow-up tasks, and draft the recap email for my approval.”
ZoomHubSpotSlackApprove the recap
- 03
Chase the deals that went quiet
“Every Monday, find the deals with no activity for two weeks, draft a nudge for each owner, and hold them for approval in Slack.”
HubSpotSlackGmailThe owner approves each one
Ready to start from
Described requests this team already runs — pick one and it lands in your chat, with its approval points intact.
Closed-Won Handoff to Onboarding
An opportunity is marked Closed Won
HubSpotSlackAsanaNotionIf the contract, the payment, or required implementation data is missing, create a blocker and do not launch the onboarding workflow.
Awish checks that the CRM record and the follow-up were actually logged
Use this automationLead-to-Account Matching & Duplicate Prevention
A new contact or account is created or imported
SalesforceApolloGoogle SheetsSlackNever auto-merge when confidence is below the chosen threshold or when ownership or revenue history conflicts.
Awish checks that the CRM record and the follow-up were actually logged
Use this automationAI Lead Enrichment, Scoring & Instant Routing
A new demo, contact, or lead form is submitted
HubSpotTypeformApolloSlackIf enrichment confidence is low or the lead already exists, update the existing record and route to a human review queue instead of creating duplicates.
Awish checks that the CRM record and the follow-up were actually logged
Use this automationMulti-Channel Inbound Lead Capture to CRM
A new inbound inquiry arrives on any connected channel
HubSpotGmailWhatsAppIntercomDo not overwrite newer CRM fields; flag conflicting identity data and route ambiguous matches for review.
Awish checks that the CRM record and the follow-up were actually logged
Use this automationNo-Reply Follow-Up & Re-Engagement Sequence
A qualified lead has no reply or booked meeting after a defined period
HubSpotGmailCalendlySlackRespect sending limits, suppression lists, unsubscribe status and working hours in the recipient timezone.
Awish checks that the CRM record and the follow-up were actually logged
Use this automationAI Personalized Follow-Up After Sales Meetings
A sales meeting transcript becomes available
ZoomFireflies.aiHubSpotGmailNever send the follow-up automatically when pricing, legal terms, or a custom commitment is mentioned; require rep approval.
Awish checks that the CRM record and the follow-up were actually logged
Use this automation
The tools this runs across
The apps these workflows connect. Each one is granted on its own, before anything runs, and can be withdrawn.
- Gmail
- HubSpot
- Slack
- Zoom
- Pipedrive
- Salesforce
- Apollo
- Attio
- Acculynx
- Addressfinder
- Aeroleads
- Affinity
- Agencyzoom
- Autobound
- Better proposals
- Bettercontact
- Blackbaud
What stays under your control
Nothing reaches a prospect unseen
Replies, follow-ups and anything else customer-facing hold for a person by default — in Slack, WhatsApp or Telegram, wherever your team already answers.
Your CRM stays yours
A workflow granted your CRM cannot read your inbox or your drive. Each connection is scoped to one app and can be revoked on its own.
Every run leaves a record
What was proposed, what was approved and what was sent — readable afterwards, so a pipeline review never depends on memory.
Common questions
Will Awish email my prospects on its own?
No. Messages to a prospect are drafted, then held for a person. You approve, edit or decline each one from the chat channel your team watches, and a declined draft is simply never sent.
What does it need access to?
Only the apps the plan names, and only after you grant each one. A lead-qualification workflow typically asks for your inbox and your CRM — it cannot touch anything you did not connect, and you can withdraw a connection at any time.
How does it fit the process we already have?
You describe your process, not a template of someone else’s. The steps, the scoring rules and the approval points come from your sentence, and you see the full plan before anything connects.
Where do I approve things?
In Slack, WhatsApp or Telegram — the workflow brings the draft to the channel you already have open, and your reply there is the approval.
Start with the leads you answered late last week
Describe how a new lead should be handled, in one sentence. You will see the plan, and the approval points, before anything connects.
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